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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Adams Wealth Management
Utah
$547K – – –
CI
2527
CacheTech Inc
Utah
$547K – – –
CC
2528
Commons Capital
Massachusetts
$546K – – –
TC
2529
Truvestments Capital
Florida
$545K -$36.2K -320 -7%
BA
2530
BIP Alliance
Georgia
$545K +$4.52K +40 +1%
KFI
2531
Key Financial Inc
Pennsylvania
$544K – – –
GJIA
2532
Glass Jacobson Investment Advisors
Maryland
$542K +$19.2K +170 +4%
SAMT
2533
Select Asset Management & Trust
Pennsylvania
$542K – – –
FAG
2534
Fortitude Advisory Group
Washington
$540K -$41.8K -370 -8%
ACC
2535
Acorn Creek Capital
Colorado
$540K +$17K +150 +4%
BAWC
2536
Boyce & Associates Wealth Consulting
Texas
$538K – – –
SSCM
2537
Spectrum Strategic Capital Management
Oregon
$538K – – –
CPSAC
2538
Chas P. Smith & Associates (CPS)
Florida
$538K +$46.4K +410 +11%
AFS
2539
Anderson Financial Strategies
Ohio
$537K – – –
MWM
2540
Meritas Wealth Management
California
$537K – – –
DWM
2541
DecisionMap Wealth Management
Virginia
$537K +$15.8K +140 +4%
OP
2542
ORG Partners
Indiana
$537K +$198K +1,750 +73%
QOP
2543
Quinn Opportunity Partners
Virginia
$536K -$17.8M -157,000 -98%
MPIA
2544
Mountain Pacific Investment Advisers
Idaho
$536K – – –
BAM
2545
Byrne Asset Management
New Jersey
$534K -$443K -3,920 Closed
SFS
2546
Sharp Financial Services
Pennsylvania
$534K +$2.26K +20 +0.5%
JCFM
2547
JBR Co Financial Management
Oklahoma
$533K -$39.6K -350 -8%
BCM
2548
Boreal Capital Management
Florida
$533K +$450K +3,980 New
SMFG
2549
Sumitomo Mitsui Financial Group
Japan
$532K +$228K +2,020 +101%
SWA
2550
Sightline Wealth Advisors
Connecticut
$532K – – –
100 101
102
103 104